证券代码：000812 证券简称：陕西金叶 陕西金叶科教集团股份有限公司 投资者关系活动记录表 编号：2025-01 | | □特定对象调研□分析师会议 | | --- | --- | | 投资者关系 | □媒体采访√业绩说明会 | | 活动类别 | □新闻发布会□路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 5 月 20 日 (周二) 下午 14:00~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 1、董事局主席兼总裁袁汉源先生 | | | 2、独立董事张敬先生 3、独立董事李伟先生 | | 上市公司接待 | 4、独立董事王超女士 | | 人员姓名 | 5、董事兼财务总监熊汉城先生 | | | 6、副总裁秦忠先生 | | | 7、副总裁 冯涛先生 | | | 8、董事局秘书闫凯先生 | | | 投资者提出的问题及公司回复情况 公司就投资者在本次说明会中提出的问题进行了回复 ...

5月20日哔哩哔哩（NASDAQ: BILI，HKEX:9626；以下简称"B站"）公布了截至2025年3月31日第一季 度财报。 财报显示，2025年第一季度B站营收达70.0亿元人民币，同比增长24%。净亏损为1070万元，同比收窄 99%；经调整净利润为3.62亿元，2024年同期录得经调整亏损4.56亿元。 这是继B站2024年第四季度实现全面盈利后，继续稳住盈利基本面。谈及持续扭亏的原因，B站方面认 为，高毛利广告和游戏业务收入快速增长，带动毛利润同比大幅提升58%，毛利率连续11个季度环比提 升至36.3%。 业内人士认为，B站稳住盈利，游戏收入持续大涨仍是关键。不过，B站董事长兼首席执行官陈睿认 为，持续为用户提供优质内容才是B站立身之本。 游戏、广告持续增长 今年第一季度，B站总营收同比增长24%，达70.0亿元，增值服务、广告、游戏和IP衍生品及其他业务 分别贡献了收入的40%、29%、25%和6%。 其中，增值服务营业额为28.1亿元，较2024年同期增加11%，主要是直播及其他增值服务的收入增加所 致。广告营业额为20.0亿元，较2024年同期增加20%，主要是效果类广告收入录得强劲增长 ...

Core Viewpoint - The article discusses the impact of AI on the labor market, emphasizing that job losses are not solely due to AI itself but rather to the individuals and companies that utilize AI to enhance efficiency and reduce costs [3][4][5]. Group 1: AI and Job Market Dynamics - The statement by Huang Renxun suggests that job loss is a result of those who use AI rather than AI itself [3]. - The relationship between hard work and wealth is questioned, indicating that proficiency in AI tools does not guarantee job security [5]. - Microsoft reported a net profit of $25.8 billion, a year-on-year increase of 18%, yet announced layoffs of 6,000 employees, representing 3% of its global workforce [6][8]. Group 2: Layoffs and Corporate Restructuring - The layoffs at Microsoft disproportionately affected software engineers, who made up 40% of those laid off, contradicting the stated goal of reducing management layers [10]. - Amazon also announced plans to cut 14,000 jobs by mid-2025, citing similar reasons for organizational restructuring [14]. - The trend of layoffs in Silicon Valley has resulted in over 400,000 job losses since last year, with major companies like Intel and Google also planning significant cuts [16]. Group 3: Efficiency vs. Employment - The article highlights that AI tools allow companies to streamline operations, reducing the need for large teams; for instance, a team of five can now be reduced to one with the aid of AI [12][13]. - The focus on cost-cutting and efficiency often leads to a reduction in workforce, raising questions about the long-term sustainability of such practices for smaller companies [44][52]. - The disparity between large tech companies and smaller firms is emphasized, where the former can leverage AI for growth while the latter struggle to survive [51][53]. Group 4: Historical Context and Future Implications - The article draws parallels between current AI advancements and historical industrial revolutions, noting that technological progress often leads to job displacement [56][60]. - It suggests that the true beneficiaries of AI advancements are a select few tech giants, while the majority of workers face increasing redundancy [53][74]. - The narrative concludes with a cautionary note about the potential for AI to eventually replace even high-level management roles, as efficiency becomes the primary focus [39][40].

Core Viewpoint - The application of AI technology in the retail industry is enhancing efficiency, reducing costs, and improving customer experience through various solutions such as visual recognition and real-time monitoring [2][5][9]. Group 1: AI Technology in Retail - AI technology, including visual recognition and multi-modal AI, is becoming standard in retail, significantly improving self-checkout efficiency and reducing the likelihood of item scanning errors [2][5]. - The integration of AI solutions has enabled retailers to address issues such as employee cost increases and operational inefficiencies, with labor costs often exceeding 30% of total expenses [3][4]. - AI applications are evolving from basic functions to more complex systems that can analyze customer emotions and provide personalized services, enhancing the overall shopping experience [9][10]. Group 2: Challenges in Retail Operations - Retailers face significant challenges related to employee costs and operational efficiency, particularly in the checkout process where human error can lead to substantial losses [3][4]. - Self-checkout systems present unique challenges, including management difficulties and the risk of undetected scanning errors, which can result in financial losses for retailers [4][5]. - Inventory management remains a critical pain point, with traditional methods relying on human experience leading to inefficiencies and potential stock issues [4]. Group 3: AI Solutions and Their Impact - Companies like Zhongke Yingtai and Haishi Commercial are developing AI-driven loss prevention solutions that utilize real-time monitoring and alerts to enhance self-checkout processes [6][7]. - The deployment of AI solutions in various retail scenarios, such as bakeries and cafeterias, has shown significant improvements in checkout speed and accuracy, reducing customer wait times [6][7]. - AI technology is also being applied to supply chain management, enabling data-driven decision-making that optimizes inventory and reduces stockouts by up to 50% [8]. Group 4: Future Directions of AI in Retail - The future of AI in retail is focused on creating systems that not only enhance operational efficiency but also provide emotional value to customers, fostering a deeper connection between retailers and consumers [9][10]. - The evolution of AI capabilities is expected to lead to more sophisticated systems that can handle multiple recognition tasks simultaneously, ultimately improving customer service and satisfaction [9][10]. - Retailers are increasingly leveraging AI for data analysis to optimize product placement and promotional strategies, resulting in improved sales performance [10].

Core Viewpoint - The company held its 2024 annual performance briefing, where it engaged with investors and addressed various inquiries regarding its business operations and future strategies [1] Group 1: Financial Performance - In 2024, the company achieved a revenue of 515 million yuan, a decrease of 6.55% compared to the previous year, primarily due to a decline in the food additive business and changes in the scope of consolidated financial statements [2] - The company reported a net profit decline, but the non-recurring net profit attributable to shareholders increased by 40.73% year-on-year [2][19] - For Q1 2025, the company recorded a revenue of 103 million yuan and a net loss of 22.72 million yuan, which represents a reduction in losses of 7.6% compared to the same period last year [18] Group 2: Research and Development - The company plans to invest 23.65 million yuan in R&D for 2024, accounting for 4.59% of total revenue, with a focus on downstream products of phosgene, pharmaceutical/agricultural intermediates, and electronic chemicals [2] - The company aims to enhance its market share in electronic chemicals, with revenues projected to grow from 18.53 million yuan in 2023 to 30.11 million yuan in 2024 [2] Group 3: Operational Strategies - The company is focusing on optimizing its product structure, expanding market reach, increasing R&D investment, and improving operational efficiency to enhance shareholder returns [8][10] - The management emphasizes the importance of solid business foundations and efficient operations as the basis for market value growth [10] Group 4: Business Direction and Challenges - The company is committed to its core business of fine chemical products, including paper chemicals, fluorescent whitening agents, and pharmaceutical/agricultural intermediates [20] - The company is facing challenges due to continuous losses over the past four years, but management is optimistic about improving profitability through various operational enhancements [19][12] Group 5: Corporate Governance and Shareholder Engagement - The company has a governance structure in place to ensure compliance with legal and regulatory requirements, and it is actively pursuing compensation for performance commitments related to a major shareholder [5][28] - The company has engaged with investors through a Q&A session, achieving a 100% response rate to inquiries, indicating a commitment to transparency and shareholder communication [1]

中国汽车圈，正在诞生一种新的生存逻辑。 提到新势力，马上想到的不仅是过去的"蔚小理"，还有今年大爆的零跑——3、4月份蝉联新势力销冠，4月成为唯一月销破4万台的新势力车企。 不过，人们似乎更喜欢叫它的一连串绰号——"半价理想""价格屠夫""车圈红米"……高配低价已经成了零跑的烙印。 在最新披露的财报中，零跑再一次给出了最好的成绩： 今年第一季度，零跑实现营收100.2亿元，同比大涨187%，单车均价11.4万元，比去年同期提升9.7%。 过去在业绩中的短板——毛利率，在这一季度实现了赶超。 第一季度的毛利率达到14.9%，在"淡季"前提下实现了同环比增长，创历史新高。 和其他新势力的年报水平相比，零跑目前的水平已经超越了小鹏和蔚来，且增速相当惊人。 要知道，去年第一季度时，零跑的毛利率还为-1%。 高配低价的路数不稀奇，稀奇的是，高配低价还能高毛利。 零跑究竟怎么做到的？ 既是主机厂，又是Tier1 提高毛利最直接的方法，就是成本管理。 话虽如此，但落到实处不容易，要拿成本控制当特长的，车圈更是一只手就数得过来。 因为比控制成本、比供应链优势，谁都知道比亚迪的实力。 几家新势力里，敢用成本拼差异化优势的，只有 ...

证券代码：003002 证券简称：壶化股份 山西壶化集团股份有限公司投资者关系活动记录表 编号：2025-006 投资者关系活动类别 特定对象调研 □分析师会议 □媒体采访 业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他（请文字说明其他活动内容） 活动参与人员 投资者网上提问 时间 2025 年 5 月 20 日 (周二) 下午 15:00—17:00 地点 公司通过全景网"投资者关系互动平台"（https://ir. p5w.net）参加山西辖区上市公司 2025 年投资者网上集体 接待日暨年报业绩说明会 形式 线上调研 上市公司接待人员 董事长秦东；董事、副总经理张宏；财务负责人张伟；董 事会秘书吴国良 交流内容及具体问答 记录 投资者提出的问题及公司回复情况 公司就投资者在本次说明会中提出的问题进行了回 复： 1、公司 2024 年在降本增效方面采取了哪些具体举 措，取得了哪些成果，这些措施对公司整体业绩产生了怎 样的影响？ 投资者您好，一、通过提升生产线的自动化、智能化， 提高生产效率；二、推进精细化管理，不断降成本、控费 用；三、延伸产业链，从民爆上游原材料研发生产，到下 游专业爆破服务； ...

证券代码：002953 证券简称：日丰股份 广东日丰电缆股份有限公司 编号：2025-001 | 投资者关系活动类别 | ☐特定对象调研 ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 参与单位名称及人员姓名 | 线上参与公司2024年度业绩说明会的投资者 | | 时间 | 2025年05月20日 15:00-17:00 | | 地点 | 价值在线（https://www.ir-online.cn/）网络互动 | | 上市公司接待人员姓名 | 总经理 李强；财务负责人 黄海威 | | | 董事会秘书 黎宇晖；独立董事 刘涛 | | | 1.业绩持续增长，股价不涨是什么原因，投资者看不到希望 | | | 答:尊敬的投资者，感谢您的关注。公司始终高度重视以企业价值 | | 投资者关系活动主要内 | 为核心的市值管理工作，通过价值创造、利润分配、股份回购等行动 | | 容介绍 | 积极提升公司市值，提振广大投资者的信心。未来，公司将继续深耕 | | | 核心市场，积极开 ...

股票代码：002205 股票简称：国统股份 新疆国统管道股份有限公司投资者关系活动记录表 编号：2025-002 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 √业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | （请文字说明其他活动内容） □其他 | | 参与单位名称及 | 线上参与国统股份 年度网上业绩说明会的投资者 2024 | | 人员姓名 | | | 时间 | 年 月 日（星期一）下午 2025 05 19 15:00-17:00 | | 地点 | "国统股份投资者关系"微信小程序 | | 上市公司接待人 | 总经理：杭宇女士 | | 员姓名 | 董事会秘书：郭静女士 | | | 独立董事：董一鸣先生 | | | 一、问：公司 年营业收入增长了 89.4%，但归母 2024 | | | 净利润依旧亏损 2.49 亿元，扣非归母净利润亏损 7065 万 | | | 元，虽然营收大幅增长，但利润情况不佳，请问公司在成 | | | 本控制和提升盈利方面有哪些具体措施？ | | | 【回复】您好！公司 202 ...

以下文章来源于格隆 ，作者城北徐公 一个游走于资本市场与佛祖之间的浪子。我可以生，可以死，我大笑，由天决定！ 格隆 . 作者： 城北徐公 来源：格隆 5月 11 日，黄仁勋在米尔肯研究所会议上谈及当下的劳动力市场： 你失去工作不是因为 AI ，而是因为那些使用 AI 的人 。 这句话乍听起来非常有道理，但稍微琢磨一下 ……这味儿怎么那么熟悉？ 是不是很像那句过期的毒鸡汤： 你之所以穷，是因为你不够努力！ 万众瞩目的大人物，在点评芸芸众生时，总带着那么一些 "何不食肉糜"的味道。 当营销团队利用 AI 广告节省了 70% 的时间， GitHubCopilo 已经接管了 30% 的代码编写时…… 作为螺丝钉的员工，不仅没有资格分享荣耀，还得面临被踢出局的风险： 微软宣布裁员 6000 人，占全球员工的 3% 。 图片由豆包AI生成 裁员理由写得无懈可击： 通过减少管理者精简层级，提升组织敏捷性。 但实际上，被裁员工中软件工程师占比高达 40% ，被优化的大多是"技工"而非管理层。 另一大重灾区是 销售团队 。 勤劳与富裕并不存在因果关系；同样，会不会使用 AI 工具，也与你是否被取代没有必然联系。 …… 最近，微 ...